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Copeland Capital Management, LLC: CASS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copeland Capital Management, LLC on CASS, newest first. How the timeline and the estimate are built.

Copeland Capital Management, LLC held 1,656 CASS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,656 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $88,182.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,656 shares
    Change vs previous 13F -56 shares

    <0.01% of the 13F portfolio, value $84,985.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,712 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $75,362.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,650 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $68,508.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,650 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $64,894.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,667 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $72,431.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,432 shares
    Change vs previous 13F +518 shares

    <0.01% of the 13F portfolio, value $61,934.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 914 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,391.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).